Taxes are the biggest obstacle in reaching Financial Independence. Reposition your existing money and future money from unnecessary Taxes. For more information on how to utilize Tax Bracket Planning and to take advantage of strategies that address these items just give us a call.

Park Ridge, ILL. – Outstanding client service, best practices, and professionalism have enabled Chris Kelm of San Antonio, TX to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table—The Premier Association of Financial Professionals. Kelm is a 21-year MDRT […]

Kelm Qualifies for Prestigious “Top of the Table” kelmgroup
2016-12-01T18:27:06+00:00

Equity can’t help pay for college expenses, vacations etc. or more importantly increase your retirement income. This isn’t what we were taught, the dream from most Americans is to have their mortgage paid off and the sooner the better. “Pay off your mortgage, reduce your debt and build […]

Doing the same thing over and over and expecting different results. This is how people or the Baby Boomers have been doing it and it hasn’t worked. Insanity has been a pattern for the past 28 years, especially for the Baby Boomers […]

“Single Biggest Benefit in the Tax Code” [transcript of Ed Slott tax advisor speech] Let’s switch gears to another way to eliminate huge taxes: life insurance. Just so you know I say it on every program, I do not sell life insurance, I do not sell stocks, bonds, funds, annuities. I am a […]